How to Plan and Conduct Successful Observation Sessions

In the past, we’ve discussed the value that the Observation technique brings to projects, the pros and cons of leveraging it as an elicitation method while you’re identifying the root cause of a problem, and trying to understand how to properly address the problem with an effective solution.

The Observation technique allows a Business Analyst to gather information by observing employees complete a task or process. This offers insights into the steps that are taken, the tools that are used, and the value or reasoning behind why the tasks or processes are performed. It also helps identify inefficiencies, gaps, or other productivity challenges and potential barriers to increasing ROI.